cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
mnada80
Regular Visitor

Calculate monthly installment

Dear Experts,

I am new in the whole analytic and need your help.

 

Let's assume I have multi able installment every month each installment with a different period I need to know every month how much I am going to pay start from this month till the end of the installment. 

 

the data looks like this 

LiabilityTransaction DatePurchase DescriptionInstallment AmountInstallment countTotal Installment PeriodTotal AmountRemaining amountPay Off Month
Visa10/11/2019Fridge                            231.12812                 2,773                             924.5010/11/2020
Cash10/04/2020Money transfer                            466.50312                 5,598                         4,198.5010/04/2021
Master10/11/2019TV                            291.58812                 3,499                         1,166.3310/11/2020

 

I need to know how much  I am going to pay every month as total or per Liability 

 

Thank you very much 

 

also in Power BI desktop, it takes the currency from the calendar the new version of May 2020 I am not able to change the currency symbol.

1 ACCEPTED SOLUTION
v-diye-msft
Community Support
Community Support

Hi @mnada80 

 

If I understand correctly, you should probably refer to the cumulative sum something like below:

 

Measure = CALCULATE(SUM('Table'[Installment Amount]),FILTER(ALL('Table'),[Pay Off Month]<=MAX('Table'[Pay Off Month])),VALUES('Table'[Month]))

 

Month is a calculated column:

Month = MONTH('Table'[Pay Off Month])

For the issue of change currency, I just tested it on side, and it works fine, I'm using the June version:

Version: 2.82.5858.641 64-bit (June 2020)

 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.

View solution in original post

1 REPLY 1
v-diye-msft
Community Support
Community Support

Hi @mnada80 

 

If I understand correctly, you should probably refer to the cumulative sum something like below:

 

Measure = CALCULATE(SUM('Table'[Installment Amount]),FILTER(ALL('Table'),[Pay Off Month]<=MAX('Table'[Pay Off Month])),VALUES('Table'[Month]))

 

Month is a calculated column:

Month = MONTH('Table'[Pay Off Month])

For the issue of change currency, I just tested it on side, and it works fine, I'm using the June version:

Version: 2.82.5858.641 64-bit (June 2020)

 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.

Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.